Matthew Robert Lohr
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$67.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- CIBC Private Wealth Advisors, Inc.Mar 2026 to now
- CIBC World Markets Corp.Dec 2025 to now
- Morningstar, Inc.Aug 2022 to Dec 2025
- UnemployedJul 2021 to Aug 2022
- Charles Schwab BankNov 2016 to Jul 2021
- Charles Schwab & Co., Inc.Jul 2015 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IL).
CIBC Private Wealth Advisors, Inc.
$67.8BAssets managed
9,236Clients
174Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6351317
- Firm CRD
- 109644